Blood Test to Treatment Plan: The Optimal DX Workflow Live

Join Dr. Dicken Weatherby and Katie Bishop, RDN, for a live, 45-minute walkthrough of the Optimal DX workflow. You'll watch us take a real blood test, from PDF upload to a finished Functional Health Report, treatment plan, and patient-ready Health Improvement Plan, all within the platform.

This is the same 5-step process our most active practitioners use every day: order blood work, upload the results, run the Functional Health Report, build a treatment plan based on the health concerns it identifies, and generate the Health Improvement Plan your patient takes home. Dr, weatherby runs through each step live so you can see exactly what the experience looks like before you log in yourself.

The session is built for two groups. If you've recently signed up, this is the fastest way to get oriented. You'll leave knowing what to do first and how to run your first report. If you're considering Optimal DX, this is 45 minutes of the actual product in action.

We cover the PDF Parser (drag-and-drop lab upload), the report configuration options, the Treatment Plan Builder with Protocol Templates, dispensary integrations with Designs for Health and Fullscript, the new Recommended Actions feature, and the Health Improvement Plan export. Dr. Weatherby also covers how Optimal DX fits into a real patient consult: what to review before the appointment and how to use the report during the conversation. He walks through what your patient leaves with.

We save 10 minutes at the end for live Q&A. Katie Bishop from our Customer Success team monitors the chat throughout, so drop questions anytime.

Every Wednesday, 9 AM Pacific. Same session each week. Register once and join whenever it works for you.